Preferences
Submitted by Guest on Sat, 10/08/2019 - 10:26
The Preferences window is used to set user preferences.
The tabs are as follows:
General
General preferences. These include:
- Home Page - the page displayed on log in.
Summary
Customer and patient summary preferences. These include:
- Show Customer Account - if selected, the customer summary will display account information.
- Show Referrals - determines how referrals are displayed in the patient summary. Options are:
- Active - displays any active referral
- Always - displays the active referral, or None if there is no active referral
- Never - suppresses the display of referrals
Charges
Charge and estimate preferences. These include:
- Show Batches - if selected, Invoices will include a Batch column in the Items table, displaying the product batch, if any.
- Show Templates - if selected, Invoices, Counter Sales, Credits and Estimates will include a Template column in the Items table, displaying the product template that a product came from, if any.
- Show Product Types - if selected, Invoices, Counter Sales, Credits and Estimates will include a Product Type column in the Items table, displaying the product template that a product came from, if any.
Patient History
Patient history preferences. These include:
- Show Clinician - if selected, a clinician column is added to display the clinician associated with each patient history item.
- Show Charges - if selected, Invoices, Counter Sales, Credits and Estimates will include a Template column in the Items table, displaying the product
- Show Communications - if selected, communication records will be displayed in the history Summary and new communications may be created via the Log button
- Show Batches - if selected, Product Batches associated with Medication records will be displayed
- History Sort Order - sets the order that Visits are displayed in, in the history Summary
- Visit Record Sort Order - sets the order that items within a Visit are displayed in
Scheduling
Scheduling preferences. These include:
- Schedule View - the default schedule view. If unset, defaults to that of the selected Practice Location.
- Schedule - the default schedule within the view, or All, to indicate all schedules within the view.
- Clinician - the clinician to highlight, or All to show all clinicians
- Highlight - this can be used to highlight appointments based on their Clinician, Event Type or Status. If set to None, the Highlight setting from the Schedule View will be used.
- Time - the default time range to view:
- All - displays all available slots
- Now (AM/PM) - displays either AM or PM slots, based on the current time
- Now (Morning/Afternoon/Evening) - displays either Morning, Afternoon, or Evening slots, based on the current time
- Dates - the date range to view, for Multiple Day Views
- Month - displays a month of appointments
- Fortnight - the default. Displays 2 weeks of appointments
- Week - displays a week of appointments
- Day - the same as the multi-schedule display
- Show - this determines how schedules are displayed, for Multiple Day Views
- All - displays all schedules as they appear in the selected View
- Cages - displays schedules grouped by their Cage Type, with:
- total slots by Cage Type
- available slots by Cage Type, by day
- Summary - similar to the Cages view, except that the appointment details are displayed as one of:
- B - indicates that the pet is boarding, i.e. is staying overnight
- D - indicates that the pet is in for the day only
- > - indicates that the pet is leaving on the day
- Check-Ins - displays all schedules that have check-ins for the selected day
- Check-Outs - displays all schedules the have check-outs for the selected day
- Auto Scroll - if selected, scrolls to the current time slot in Appointments when the current day is shown
Work Lists
Work List preferences. The include:
- Work List View - the default schedule view. If unset, defaults to that of the selected Practice Location.
- Work List - the default work list within the view, or All, to indicate all work lists within the view.
- Clinician - the clinician to highlight, or All to show all clinicians
- Highlight - this can be used to highlight tasks based on their Clinician, Event Type or Status. If set to None, the Highlight setting from the Work List View will be used.
- Status - this can be set to All, Incomplete, or Complete